The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.
The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).
We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.
They have recently centralized all of their digital activity for all business units, and are looking for someone to lead UK campaigns across all business units.
This in-house agency are owned by a global tech brand, and push for excellence in client servicing and digital activation across their campaigns.
We are seeking a dedicated and motivated individual to deliver and maintain our Logistics/Warehouse space Plans, ensuring they align with our business goals and timelines.
You will work collaboratively with key stakeholders across Logistics, Supply Chain, and Space Planning to achieve excellence.
Key Responsibilities
- Manage all quarterly planning changes within logistics warehouses, maintaining high.
Due to continued groeth they are seeking a skilled Senior Paraplanner to join their team in providing comprehensive financial planning services.
They work closely with clients to understand their history, values, and goals and with them, shape a financial plan for clients to believe in, and to follow for life.
Reed Financial Services are pleased to be representing an established IFA firm who offer Life Centred Financial Planning .